ACC Limited has informed the Exchange about Investor Presentation
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ACC Limited submitted an addendum to its Q1 FY26 investor presentation answering analyst queries from the July 31, 2025 earnings call. ACC standalone cement volumes stood at 10.5 MnT in Q1 FY26 versus 11.1 MnT in Q4 FY25, while revenue was Rs 5,515 Cr and EBITDA was Rs 872 Cr with margins of 15.8%, down from 18.1% in the previous quarter. Power and fuel costs rose 8% QoQ to Rs 1,367/ton due to Orient consolidation, higher clinker inventory, and planned kiln shutdowns. Cash position dropped sharply from Rs 10,125 Cr to Rs 2,971 Cr, mainly due to a Rs 5,906 Cr outflow for the Orient acquisition and Rs 1,929 Cr in capex during the quarter. Going forward, the company will report EBITDA PMT on a cement basis rather than clinker, aligning with industry practice.
Sequential margin compression and the sharp cash decline reflect integration costs from the Orient acquisition and a heavy capex quarter, which may pressure near-term returns. However, the cement volume base is expanding through acquisitions, and management's transparency in addressing analyst queries is a positive governance signal for shareholders.